Orchestrating Your Financial Future

"No one can whistle a symphony. It takes an orchestra to play it."

- H.E. Luccock

Message From The Founder

What's missing from the lives of busy successful professionals? One trusted advocate to coordinate, manage, and implement all aspects of their financial house. I started Symphony Financial Team to redefine financial service, and I love every second of helping you reach your goals.

"Your Personal CFO"

Time impacts you, your family, your community, and the difference you want to make in this world. See how our Personal CFO services deliver unmatched peace of mind and that invaluable thing there's never enough of...your time

Dream. Clarify. Plan. Prosper.

"A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action becomes reality."

-Greg Reid

Who We Are

We want you to live your best today and realize your vision of tomorrow. To truly bring this picture into view, it takes a fully functioning team, not an advisor acting alone. Meet the team and advisory council experts who are redefining financial service.

How We Deliver

Flat Fee Structure

As an Independent Registered Investment Advisory firm, with a fee only business model, we are able to provide sound comprehensive service that is free from conflict of interests. Our business is not predicated on selling a product or following a traditional assets under management model. With a fiduciary focus on your best interests, we do not accept any fees or compensation based on product sales. Learn more about our Flat Fee Structure.

Quick Links

Check the background of your financial professional on FINRA's BrokerCheck

The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2018 FMG Suite.

Symphony Financial Team, LLC (“Symphony Financial”) is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Symphony Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Symphony Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.